Tax Director Role for Investment Firm

3 weeks ago


Wayzata, Minnesota, United States Cercano Management Full time
Job Overview

Cercano Management LLC is a leading investment manager seeking an experienced Tax Director to join its Finance team. The successful candidate will play a critical role in supporting the Managing Director of Tax and driving strategic initiatives.

Salary and Benefits

The salary range for this position is $162,000 - $207,000 per annum, with a comprehensive benefits package including medical, dental, and vision insurance, Health Savings Account, Flexible Spending Accounts, vacation time, paid holidays, paid parental leave, and a 401(k) plan with a generous employer match.

Key Responsibilities

The Tax Director will be responsible for:

  • Transaction Due Diligence and Structuring: Develop tax models for new investments, analyze tax implications, and coordinate with Legal on domestic and international agreements.
  • Compliance and Reporting: Oversee federal, state, and international tax compliance, prepare estimates, review tax returns, and manage tax distributions.
  • Client Service: Provide exceptional service to clients, communicate tax developments, and defend tax positions taken on tax returns.
Requirements

To be successful in this role, you will need:

  • Excellent organizational and writing skills; experience with domestic and foreign investors;
  • Exposure to US and foreign investments and structuring options; experience with venture capital, private equity, and fund of funds investments.
  • A highly organized and detail-oriented individual; a strong communicator who can simplify complex tax concepts.
  • A team player with ability to work collaboratively; experience with tax-exempt and private foundations preferred.
Education and Certifications

You should hold a B.A. or B.S. in Accounting, Finance, or equivalent from an accredited institution, with a CPA certification and minimum 8 years of relevant industry experience in tax, public accounting preferred.



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